Bills

In this guide we will cover: – What are Bills? – Creating a Bill – Generating a Bill PDF Related Guides: Xero Integration What are Bills? Bills are essentially a purchase order invoice within Halo. They allow you to create an invoice in relation to a purchase order for any payments you are expecting to […]

Creating Invoices

In this guide we will cover: – Ad-Hoc Invoicing – Invoicing from an Opportunity/Ticket – Invoicing from a Recurring Invoice – Automated Quantity Billing – Labour Billing – Invoice to another Client – Custom Invoice Statuses (v2.228.1+)   There are multiple different methods to invoice customers within Halo, and this guide will walk-through how each […]

Licences/Subscriptions Overview

In this guide we will cover: – The Difference Between Licences and Subscriptions – Adding Licences/Subscriptions to Customers – Linking Licences/Subscriptions to Assets – Assigning Licences/Subscriptions to Users – Automatic Billing Quantities  – Viewing Change History – Adding Attachments – Handling Licence & Subscription End Dates Related Guides: Custom SQL Query for Licence/Subscription Count on […]

Charge Type Overrides Explained

In this guide we will cover: – Charge Type hierarchy – Setting Locations – Overriding the Rates used for Charge Types Charge types can be defaulted in various places to have the charge type change based on the ticket an action is being logged on, the action that is being logged and the agent that […]

Multi-Currency

In this guide we will cover: – What is Multi-Currency? – Setting up multi-currency  – Updating conversion rates automatically – Have Invoices Inherit the Conversion rate from the Sales Order or Recurring Invoice – Determine what currency will be used (currency overrides)  – Viewing currency conversions on quotes/orders/invoices – Purchase Currency – Sales Currency – […]

Contract Schedules

In this guide we will cover: – Pre-requisites – Schedule Overview – Schedule Hours – Email Settings – Schedule Plan Contract schedules allow you to schedule recurring meetings/work that is covered by, or occur as part of, a contract. The number of hours allocated to this work/meetings can be set, then meetings can be scheduled […]

Backing Up invoices with Data

In this guide we will cover: – How to add a Report to a PDF Template – Filtering reports for a specific entity – Example  When supplying various services to your customers such as security management, data backups, device management, remote support etc, the charge for these services may vary each month based on activity/usage […]

Azure Consumption Billing (via Halo CSP Integration)

In this guide we will cover: – What is Azure consumption billing? – Configuring Azure Consumption Billing – Setting up invoices to use Azure consumption data – Setting up Invoices to use Azure Reserved Instances Data Related Guides: The CSP Integration Products Pre-requisites:  You must be on v2.176 or above of Halo A Tier 1/Direct […]

Expenses

In this guide we will cover: – What are expenses in Halo? – Configuring Expenses – Logging Expenses – Invoicing Expenses – Expense reviews  –  Reimbursing Expenses – Tracking Expenses – Auditing Expenses  – Export Expenses to CSV What are Expenses in Halo? Expenses are used to track and/or invoice additional costs associated with a […]

Credit Notes

In this guide we will cover: – What credit notes are used for – How to determine the ID of the credit note – How to raise a credit note – How to use a credit note – How to adjust credit lines – Syncing Credit Notes to accounting integrations – Voiding Credit Notes – […]